Retirement plan

GOLDEN STATE ADULT DAY HEALTH 401 K PROFIT SHARING PLAN TRUST

Name: GOLDEN STATE ADULT DAY HEALTH - GOLDEN STATE ADULT DAY HEALTH 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: GOLDEN STATE ADULT DAY HEALTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GOLDEN STATE ADULT DAY HEALTH 401 K PROFIT SHARING PLAN TRUST, GOLDEN STATE ADULT DAY HEALTH

GOLDEN STATE ADULT DAY HEALTHEIN 95-4827501Plan #001PY 2016

738 LA PLAYA STREET - SAN FRANCISCO, CA 94121415-387-2671LinkedIn11-50 employeeshospital & health care

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$87K

+52.3% from 2015

Total participants

0.0% from 2015

Average account balance

$21,720

+52.3% from 2015

Annual return

5.57%

+5.81 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$505K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$126K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

8.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$862

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1649

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,720

$77,638-72.0%

$156,551-86.1%

$62,881-65.5%

Participation rate

12.5%

71.2%-58.7pp

84.0%-71.5pp

69.3%-56.8pp

Annual return

5.57%

50.33%-44.8pp

32.23%-26.7pp

20.14%-14.6pp

Employer contribution / active EE

$3,444-100.0%

$5,501-100.0%

$2,281-100.0%

Participant deferral / active EE

$834

$3,046-72.6%

$4,871-82.9%

$3,203-74.0%

Admin fee / account holder

$5,561-100.0%

$13,028-100.0%

$4,296-100.0%

GOLDEN STATE ADULT DAY HEALTH 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GOLDEN STATE ADULT DAY HEALTH 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion